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Avior Wealth Management’s Limoneira LMNR Stock Holding History

Avior Wealth Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$58 – 3073
2024
Q1 		$58 Buy
+3
New +$56 ﹤0.01% 3422

Other funds holding LMNR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avior Wealth Management's LMNR Position: Q2 2024 in Review

Avior Wealth Management sold out of Limoneira (LMNR) in Q2 2024, closing a stake of 3 shares — an estimated $58 sold.

Avior Wealth Management first reported a position in LMNR in Q1 2024 and held it in 1 quarter. The position peaked at $58 in Q1 2024. 94 funds tracked by Wall St. Rank hold LMNR as of Q2 2024.

  • Avior Wealth Management reported no remaining Limoneira position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Limoneira shares in Q2 2024, an estimated $58.
  • Avior Wealth Management first reported a position in Limoneira in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Limoneira position peaked at $58 in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Limoneira as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.